LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Portfolio holdings

AUM $11.4B
1-Year Est. Return 11.1%
This Quarter Est. Return
1 Year Est. Return
+11.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.7B
AUM Growth
+$1.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
640
New
Increased
Reduced
Closed

Top Buys

1
+$45.2M
2
+$35.3M
3
+$19.5M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$8.39M
5
SBUX icon
Starbucks
SBUX
+$8.13M

Top Sells

1
+$37.4M
2
+$22.9M
3
+$9.23M
4
AAPL icon
Apple
AAPL
+$7.16M
5
INTC icon
Intel
INTC
+$5.78M

Sector Composition

1 Technology 23.17%
2 Healthcare 14.85%
3 Consumer Staples 14.18%
4 Industrials 13.3%
5 Consumer Discretionary 8.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$601K 0.02%
4,795
+1,020
177
$596K 0.02%
10,764
178
$587K 0.02%
2,688
+200
179
$571K 0.02%
14,641
180
$567K 0.02%
5,768
+100
181
$566K 0.02%
7,565
-1,700
182
$552K 0.01%
5,355
-250
183
$544K 0.01%
10,602
-14,490
184
$544K 0.01%
14,000
185
$528K 0.01%
5,410
-36
186
$523K 0.01%
39,250
+1,000
187
$523K 0.01%
13,052
-2,250
188
$514K 0.01%
90,487
-1,560
189
$510K 0.01%
8,400
190
$500K 0.01%
20,980
-2,911
191
$492K 0.01%
30,551
+1,101
192
$486K 0.01%
7,927
-4,174
193
$485K 0.01%
6,637
194
$485K 0.01%
9,700
-344
195
$469K 0.01%
14,883
+200
196
$469K 0.01%
7,508
197
$460K 0.01%
+17,288
198
$447K 0.01%
4,402
199
$438K 0.01%
23,860
-7,930
200
$427K 0.01%
11,162
-1,126
6 7
8
9 10